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TCV Trust & Wealth Management’s Truist Financial TFC Stock Holding History

TCV Trust & Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$931K Sell
18,679
-27
-0.1% -$1.33K 0.07% 118
2026
Q1 		$860K Sell
18,706
-248
-1% -$12.3K 0.07% 111
2025
Q4 		$933K Buy
18,954
+163
+0.9% +$7.51K 0.08% 111
2025
Q3 		$859K Sell
18,791
-30
-0.2% -$1.35K 0.07% 109
2025
Q2 		$809K Sell
18,821
-670
-3% -$26.2K 0.07% 110
2025
Q1 		$802K Buy
19,491
+400
+2% +$17.8K 0.07% 108
2024
Q4 		$828K Sell
19,091
-720
-4% -$32.1K 0.08% 108
2024
Q3 		$847K Buy
19,811
+453
+2% +$19.1K 0.08% 109
2024
Q2 		$752K Buy
19,358
+200
+1% +$7.55K 0.07% 113
2024
Q1 		$747K Sell
19,158
-800
-4% -$29.3K 0.07% 116
2023
Q4 		$737K Sell
19,958
-8,315
-29% -$261K 0.07% 115
2023
Q3 		$809K Hold
28,273
– – 0.09% 106
2023
Q2 		$858K Sell
28,273
-561
-2% -$17.4K 0.09% 107
2023
Q1 		$983K Buy
28,834
+4,198
+17% +$183K 0.11% 100
2022
Q4 		$1.06M Sell
24,636
-710
-3% -$31.1K 0.12% 95
2022
Q3 		$1.1M Sell
25,346
-5,137
-17% -$247K 0.14% 89
2022
Q2 		$1.45M Buy
30,483
+1,410
+5% +$69.5K 0.17% 87
2022
Q1 		$1.65M Sell
29,073
-2,550
-8% -$158K 0.18% 87
2021
Q4 		$1.85M Sell
31,623
-329
-1% -$20.1K 0.18% 84
2021
Q3 		$1.87M Buy
31,952
+4,971
+18% +$278K 0.21% 82
2021
Q2 		$1.49M Sell
26,981
-574
-2% -$33.7K 0.16% 90
2021
Q1 		$1.61M Buy
27,555
+3,959
+17% +$217K 0.19% 85
2020
Q4 		$1.13M Buy
23,596
+3,032
+15% +$137K 0.14% 97
2020
Q3 		$783K Buy
20,564
+1,192
+6% +$44.9K 0.11% 109
2020
Q2 		$728K Sell
19,372
-1,617
-8% -$58.2K 0.1% 106
2020
Q1 		$648K Sell
20,989
-7,647
-27% -$362K 0.11% 100
2019
Q4 		$1.61M Buy
28,636
+6,552
+30% +$355K 0.2% 87
2019
Q3 		$1.18M Sell
22,084
-20
-0.1% -$991 0.15% 90
2019
Q2 		$1.09M Sell
22,104
-65
-0.3% -$3.18K 0.14% 91
2019
Q1 		$1.03M Sell
22,169
-925
-4% -$45.1K 0.14% 95
2018
Q4 		$1M Sell
23,094
-425
-2% -$20.4K 0.15% 97
2018
Q3 		$1.14M Buy
23,519
+50
+0.2% +$2.57K 0.15% 100
2018
Q2 		$1.18M Sell
23,469
-526
-2% -$27.9K 0.17% 92
2018
Q1 		$1.25M Sell
23,995
-540
-2% -$29.1K 0.18% 90
2017
Q4 		$1.22M Sell
24,535
-5
-0% -$241 0.17% 92
2017
Q3 		$1.15M Buy
24,540
+1,948
+9% +$89.5K 0.17% 92
2017
Q2 		$1.03M Buy
22,592
+183
+0.8% +$7.95K 0.16% 99
2017
Q1 		$1M Buy
22,409
+6,268
+39% +$293K 0.15% 99
2016
Q4 		$759K Sell
16,141
-427
-3% -$18.2K 0.12% 112
2016
Q3 		$625K Sell
16,568
-4,256
-20% -$159K 0.11% 107
2016
Q2 		$742K Sell
20,824
-2,000
-9% -$69.9K 0.13% 104
2016
Q1 		$760K Buy
22,824
+250
+1% +$8.3K 0.14% 101
2015
Q4 		$854K Sell
22,574
-100
-0.4% -$3.76K 0.15% 97
2015
Q3 		$807K Sell
22,674
-150
-0.7% -$5.79K 0.15% 102
2015
Q2 		$920K Sell
22,824
-2,450
-10% -$96.9K 0.15% 102
2015
Q1 		$985K Hold
25,274
– – 0.16% 101
2014
Q4 		$983K Buy
25,274
+392
+2% +$14.8K 0.16% 103
2014
Q3 		$926K Sell
24,882
-693
-3% -$26.2K 0.16% 103
2014
Q2 		$1.01M Buy
25,575
+792
+3% +$30.4K 0.16% 98
2014
Q1 		$995K Sell
24,783
-11,806
-32% -$452K 0.17% 101
2013
Q4 		$1.37M Buy
36,589
+13,452
+58% +$465K 0.23% 95
2013
Q3 		$781K Sell
23,137
-2,903
-11% -$101K 0.15% 105
2013
Q2 		$883K Buy
+26,040
New +$831K 0.18% 99

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TCV Trust & Wealth Management's TFC Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Truist Financial (TFC) stake by 0.14% in Q2 2026, selling an estimated $1.33K and leaving 18,679 shares worth $931K. The position accounts for 0.07% of the portfolio, ranked #118.

TCV Trust & Wealth Management first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.87M in Q3 2021. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • TCV Trust & Wealth Management held 18,679 shares of Truist Financial worth $931K as of Q2 2026.
  • TCV Trust & Wealth Management sold 27 Truist Financial shares in Q2 2026, an estimated $1.33K.
  • Truist Financial made up 0.07% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #118 holding.
  • TCV Trust & Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Truist Financial position peaked at $1.87M in Q3 2021.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.